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ETB

Eaton Vance Tax-Managed Buy-Write Income Fund
ETB

81 hedge funds and large institutions have $79.3M invested in Eaton Vance Tax-Managed Buy-Write Income Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

16% more funds holding

Funds holding: 70 → 81 (+11)

4% more capital invested

Capital invested by funds: $76M → $79.3M (+$3.26M)

0.89% more ownership

Funds ownership: 19.58% → 20.46% (+0.89%)

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$3.04M
2
WAM
Wolverine Asset Management
Illinois
+$1.07M
3
EC
Elequin Capital
New York
+$504K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$389K
5
Invesco
Invesco
Georgia
+$284K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.78M
2
Wells Fargo
Wells Fargo
California
-$1.07M
3
Morgan Stanley
Morgan Stanley
New York
-$576K
4
BPA
Beacon Pointe Advisors
California
-$472K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$338K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$148K -$51.4K -3,610 -24%
NFG
52
Nations Financial Group
Iowa
$139K +$4.27K +300 +3%
VHAM
53
Van Hulzen Asset Management
California
$139K – – –
Jane Street
54
Jane Street
New York
$137K +$149K +10,453 New
GL
55
Graypoint LLC
New York
$136K – – –
DADC
56
D.A. Davidson & Co
Montana
$136K – – –
HCM
57
Hollencrest Capital Management
California
$97.9K +$106K +7,444 New
PP
58
PrairieView Partners
Minnesota
$60K +$65.2K +4,577 New
RG
59
Retirement Group
California
$53K +$14 +1 +0%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$53K +$342 +24 +0.6%
WSC
61
Wellington Shields & Co
New York
$42.1K – – –
AIM
62
Anchor Investment Management
South Carolina
$40.8K +$44.2K +3,100 New
AF
63
Allworth Financial
California
$39.5K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$38.7K +$271 +19 +0.6%
BWA
65
BDO Wealth Advisors
Florida
$30.2K – – –
ASN
66
Advisory Services Network
Georgia
$30K +$32.5K +2,284 New
PFG
67
Piershale Financial Group
Illinois
$23.7K +$25.6K +1,800 New
HI
68
Harbour Investments
Wisconsin
$23.2K – – –
FWA
69
Freedom Wealth Alliance
Wisconsin
$20.5K +$22.2K +1,557 New
JP Morgan Chase
70
JP Morgan Chase
New York
$20K +$21.8K +1,533 New
KIG
71
Kessler Investment Group
Indiana
$17K – – –
GC
72
Gould Capital
Washington
$15.8K – – –
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$13K – – –
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$11.8K – – –
TF
75
TimeScale Financial
Massachusetts
$7K – – –
1 2
3
4

ETB Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) for Q4 2022, worth a combined $79.3M — up 4.3% from $76M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ETB positions and 5 closed out — a net gain of 12 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $3.04M. The largest seller was Guggenheim Capital, cutting an estimated $1.78M.

  • 81 institutional investors held Eaton Vance Tax-Managed Buy-Write Income Fund (ETB) as of Q4 2022, up from 70 in Q3 2022.
  • Funds reported $79.3M of Eaton Vance Tax-Managed Buy-Write Income Fund stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 17 funds opened new Eaton Vance Tax-Managed Buy-Write Income Fund positions in Q4 2022 and 5 closed out, a net change of +12 holders.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund buyer in Q4 2022 was Osaic Holdings, an estimated $3.04M added.
  • The largest Eaton Vance Tax-Managed Buy-Write Income Fund seller in Q4 2022 was Guggenheim Capital, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2022.